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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,307 | $101,778+176.4% | $164,975+70.5% | $80,925+247.6% |
| Participation rate | 25.0% | 71.8%-46.8pp | 78.6%-53.6pp | 67.7%-42.7pp |
| Annual return | 14.85% | 16.73%-1.9pp | 70.12%-55.3pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,625 | $2,954-45.0% | $4,343-62.6% | $2,756-41.1% |
| Participant deferral / active EE | $2,314 | $4,477-48.3% | $6,033-61.6% | $4,299-46.2% |
| Admin fee / account holder | $10,097 | $8,221+22.8% | $12,688-20.4% | $6,940+45.5% |